Acumatica Integration
The B2B quoting layer for your Acumatica Cloud ERP.
Stock item and customer sync from Acumatica, with sales order creation on acceptance.
Connector Technical Specs
Integration Overview
How TackQuote connects with Acumatica
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
TackQuote connects to Acumatica Cloud ERP through its contract-based REST API so quotes are built from live stock items and accepted quotes are written back as Acumatica sales orders. Item, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and sales orders and customer records are created the moment a quote is accepted.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and Acumatica to maintain complete system alignment.
Master Price Book Sync
Sync contract pricing matrices, volume discount tiers, and customer-specific price books from Acumatica.
Sales Order & Invoice Post
Post accepted quotes directly as sales orders or accounts receivable invoices into Acumatica GL accounts.
Net Terms & Credit Limit Check
Validate buyer credit balances and payment terms in Acumatica before enabling Net-30 quote checkout.
Tax Code & AR Ledger Mapping
Align tax jurisdiction codes and line-item revenue accounts across Acumatica and TackQuote.
Capabilities
What's included in the Acumatica connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
Stock Item Sync
TackQuote pulls Acumatica stock items, prices, and units of measure into the quote builder on a scheduled cadence.
Sales Order Creation
Accepted quotes create Acumatica sales orders with items, quantities, customer, and terms mapped across.
Customer Sync
TackQuote matches buyers to Acumatica customers and creates new records when none exist.
Warehouse Inventory
Warehouse-level availability pulls into TackQuote so reps quote against real stock.
Setup Guide
4 steps to connect Acumatica
TackQuote connects to Acumatica via OAuth 2.0 against the contract-based REST API. Items and inventory refresh every two hours; sales orders are pushed on acceptance.
Register a connected application
In Acumatica, register a connected application (OAuth 2.0) and note the client ID and secret. Assign an integration user with the right roles.
Connect in TackQuote
Authorize via OAuth in TackQuote Integrations → Acumatica and select your company/branch. TackQuote begins the item sync.
Map items and order defaults
Confirm price class and warehouse mapping and set the sales order type and defaults used on acceptance.
Go live
Build quotes from live Acumatica items. Accepted quotes create sales orders and matched customers automatically.
Requirements
What you need to get started
Prerequisites for authenticating Acumatica with your TackQuote tenant.
- Acumatica Cloud ERP with the contract-based REST API enabled
- OAuth 2.0 connected application registered
- Integration user with item, customer, and sales order access
- TackQuote Pro plan or above
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect Acumatica and all 63+ connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about Acumatica
Which Acumatica editions are supported?
TackQuote works with Acumatica editions that expose the contract-based REST API, including Distribution and Manufacturing editions.
What do I need to connect TackQuote to Acumatica?
A registered OAuth 2.0 connected application in Acumatica with client ID/secret and an integration user with item, customer, and sales order access. TackQuote Pro plan or above is required.
How current is the stock data used in quotes?
Item, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, while sales orders and customers push to Acumatica immediately on quote acceptance.
Workflow Ecosystem
Works seamlessly alongside Acumatica
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect Acumatica?
Start your free 14-day TackQuote trial. Connect Acumatica in under 5 minutes with zero credit card required.